(AYI) Acuity Brands - Overview
Stock: Lighting, Controls, Building Management, Audio Video
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 0.29% |
| Yield on Cost 5y | 0.58% |
| Yield CAGR 5y | 6.94% |
| Payout Consistency | 90.4% |
| Payout Ratio | 3.8% |
| Risk 5d forecast | |
|---|---|
| Volatility | 29.6% |
| Relative Tail Risk | -12.6% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.06 |
| Alpha | -16.24 |
| Character TTM | |
|---|---|
| Beta | 1.187 |
| Beta Downside | 1.179 |
| Drawdowns 3y | |
|---|---|
| Max DD | 33.72% |
| CAGR/Max DD | 0.62 |
Description: AYI Acuity Brands January 07, 2026
Acuity Inc. (NYSE: AYI) delivers integrated lighting and smart-building solutions through two operating segments. The Acuity Brands Lighting (ABL) segment offers a broad portfolio of luminaires, LED modules and controls under brands such as Lithonia, Holophane, and IOTA, serving distributors, retail chains, large-corporate accounts and OEMs. The Acuity Intelligent Spaces (AIS) segment provides Distech Controls building-management systems, Q-SC audio/video platforms, and related services to high-traffic venues-including airports, universities, sports arenas and hospitality properties-via system-integrator partners.
Key financial and market indicators (FY 2024): revenue of $4.6 billion, up 7 % YoY, driven by double-digit growth in the smart-building SaaS component (≈ 15 % YoY) and continued LED replacement cycles. The company’s operating margin stabilized at 13 % after a 2023-2024 cost-efficiency program. Macro-drivers include robust U.S. commercial-construction spending (projected 4 % CAGR through 2027) and accelerating adoption of energy-efficiency regulations that favor LED and IoT-enabled building controls.
Given Acuity’s exposure to both the LED lighting renewal market (estimated $30 billion U.S. addressable spend) and the rapidly expanding smart-building platform segment (global CAGR ≈ 12 % 2024-2029), analysts often watch its recurring-revenue mix as a leading indicator of margin resilience. For a deeper quantitative view, you might explore ValueRay’s analyst tools.
Piotroski VR‑10 (Strict, 0-10) 8.5
| Net Income: 410.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.11 > 0.02 and ΔFCF/TA -1.27 > 1.0 |
| NWC/Revenue: 18.05% < 20% (prev 33.35%; Δ -15.30% < -1%) |
| CFO/TA 0.13 > 3% & CFO 610.0m > Net Income 410.4m |
| Net Debt (534.0m) to EBITDA (677.3m): 0.79 < 3 |
| Current Ratio: 2.07 > 1.5 & < 3 |
| Outstanding Shares: last quarter (31.6m) vs 12m ago -0.75% < -2% |
| Gross Margin: 48.11% > 18% (prev 0.47%; Δ 4764 % > 0.5%) |
| Asset Turnover: 106.6% > 50% (prev 99.83%; Δ 6.73% > 0%) |
| Interest Coverage Ratio: 11.88 > 6 (EBITDA TTM 677.3m / Interest Expense TTM 46.9m) |
Altman Z'' 7.56
| A: 0.18 (Total Current Assets 1.58b - Total Current Liabilities 762.4m) / Total Assets 4.65b |
| B: 0.95 (Retained Earnings 4.40b / Total Assets 4.65b) |
| C: 0.13 (EBIT TTM 557.0m / Avg Total Assets 4.26b) |
| D: 2.33 (Book Value of Equity 4.32b / Total Liabilities 1.86b) |
| Altman-Z'' Score: 7.56 = AAA |
Beneish M -2.82
| DSRI: 0.90 (Receivables 565.3m/534.7m, Revenue 4.54b/3.86b) |
| GMI: 0.97 (GM 48.11% / 46.72%) |
| AQI: 1.39 (AQ_t 0.56 / AQ_t-1 0.41) |
| SGI: 1.18 (Revenue 4.54b / 3.86b) |
| TATA: -0.04 (NI 410.4m - CFO 610.0m) / TA 4.65b) |
| Beneish M-Score: -2.82 (Cap -4..+1) = A |
What is the price of AYI shares?
Over the past week, the price has changed by +6.26%, over one month by -12.46%, over three months by -8.26% and over the past year by +0.14%.
Is AYI a buy, sell or hold?
- StrongBuy: 3
- Buy: 2
- Hold: 5
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the AYI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 391.3 | 19.1% |
| Analysts Target Price | 391.3 | 19.1% |
| ValueRay Target Price | 350.5 | 6.7% |
AYI Fundamental Data Overview February 03, 2026
P/E Forward = 16.1812
P/S = 2.0941
P/B = 3.4408
P/EG = 1.4014
Revenue TTM = 4.54b USD
EBIT TTM = 557.0m USD
EBITDA TTM = 677.3m USD
Long Term Debt = 797.0m USD (from longTermDebt, last quarter)
Short Term Debt = 25.4m USD (from shortTermDebt, last quarter)
Debt = 910.1m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 534.0m USD (from netDebt column, last quarter)
Enterprise Value = 10.04b USD (9.50b + Debt 910.1m - CCE 376.1m)
Interest Coverage Ratio = 11.88 (Ebit TTM 557.0m / Interest Expense TTM 46.9m)
EV/FCF = 18.78x (Enterprise Value 10.04b / FCF TTM 534.5m)
FCF Yield = 5.33% (FCF TTM 534.5m / Enterprise Value 10.04b)
FCF Margin = 11.78% (FCF TTM 534.5m / Revenue TTM 4.54b)
Net Margin = 9.04% (Net Income TTM 410.4m / Revenue TTM 4.54b)
Gross Margin = 48.11% ((Revenue TTM 4.54b - Cost of Revenue TTM 2.35b) / Revenue TTM)
Gross Margin QoQ = 48.42% (prev 48.88%)
Tobins Q-Ratio = 2.16 (Enterprise Value 10.04b / Total Assets 4.65b)
Interest Expense / Debt = 1.15% (Interest Expense 10.5m / Debt 910.1m)
Taxrate = 21.04% (32.1m / 152.6m)
NOPAT = 439.8m (EBIT 557.0m * (1 - 21.04%))
Current Ratio = 2.07 (Total Current Assets 1.58b / Total Current Liabilities 762.4m)
Debt / Equity = 0.33 (Debt 910.1m / totalStockholderEquity, last quarter 2.79b)
Debt / EBITDA = 0.79 (Net Debt 534.0m / EBITDA 677.3m)
Debt / FCF = 1.00 (Net Debt 534.0m / FCF TTM 534.5m)
Total Stockholder Equity = 2.66b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.64% (Net Income 410.4m / Total Assets 4.65b)
RoE = 15.45% (Net Income TTM 410.4m / Total Stockholder Equity 2.66b)
RoCE = 16.13% (EBIT 557.0m / Capital Employed (Equity 2.66b + L.T.Debt 797.0m))
RoIC = 12.21% (NOPAT 439.8m / Invested Capital 3.60b)
WACC = 9.47% (E(9.50b)/V(10.41b) * Re(10.29%) + D(910.1m)/V(10.41b) * Rd(1.15%) * (1-Tc(0.21)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.31%
[DCF Debug] Terminal Value 74.11% ; FCFF base≈517.9m ; Y1≈556.9m ; Y5≈681.9m
Fair Price DCF = 281.5 (EV 9.17b - Net Debt 534.0m = Equity 8.63b / Shares 30.7m; r=9.47% [WACC]; 5y FCF grow 8.48% → 2.90% )
EPS Correlation: 77.87 | EPS CAGR: 17.40% | SUE: 0.41 | # QB: 0
Revenue Correlation: 46.06 | Revenue CAGR: 6.31% | SUE: -0.04 | # QB: 0
EPS next Quarter (2026-05-31): EPS=5.31 | Chg30d=-0.054 | Revisions Net=-3 | Analysts=7
EPS current Year (2026-08-31): EPS=19.80 | Chg30d=-0.050 | Revisions Net=-4 | Growth EPS=+9.9% | Growth Revenue=+9.0%
EPS next Year (2027-08-31): EPS=21.78 | Chg30d=-0.050 | Revisions Net=+0 | Growth EPS=+10.0% | Growth Revenue=+5.4%